Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
9 of 16 managers have a matching row in their newest complete report.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 8 new positions, 19 positions with more shares reported, 34 positions with fewer shares reported, and 10 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
SEC issuerGERMAN AMERN BANCORP INC | $4.4 M0.0% of filing | 93,649 sh | FEWER SHARES |
| $4.3 M0.0% of filing |
| 72,499 sh |
| FEWER SHARES |
SEC issuerNORTH AMERN CONSTR GROUP LTD | $3.3 M0.0% of filing | 247,000 sh | FEWER SHARES |
| $3.2 M0.0% of filing | 53,245 sh | FEWER SHARES |
SEC issuerENERGY SERVICES OF AMER CORP | $3.2 M0.0% of filing | 164,412 sh | FEWER SHARES |
| $2.4 M0.0% of filing | 263,223 sh | MORE SHARES |
| $2.3 M0.0% of filing | 193,868 sh | FEWER SHARES |
SEC issuerAMERICAN INTEGRITY INS GROUP | $2.3 M0.0% of filing | 119,705 sh | FEWER SHARES |
| $2.2 M0.0% of filing | 24,469 sh | FEWER SHARES |
| $2.1 M0.0% of filing | 3,061,500 sh | MORE SHARES |
SEC issuerAMERISERV FINL INC | $2.1 M0.0% of filing | 535,774 sh | FEWER SHARES |
| $1.9 M0.0% of filing | 11,629,896 sh | MORE SHARES |
SEC issuerAMES NATL CORP | $1.8 M0.0% of filing | 62,184 sh | MORE SHARES |
| $1.8 M0.0% of filing | 52,200 sh | NEW THIS QUARTER |
SEC issuerAMERICAN ASSETS TR INC | $1.6 M0.0% of filing | 66,200 sh | MORE SHARES |
SEC issuerNORDIC AMERICAN TANKERS LIMI | $1.3 M0.0% of filing | 238,307 sh | FEWER SHARES |
SEC issuerFREIGHTCAR AMER INC | $1.3 M0.0% of filing | 131,300 sh | FEWER SHARES |
SEC issuerAMER STATES WTR CO | $1.2 M0.0% of filing | 14,700 sh | FEWER SHARES |
| $994,7760.0% of filing | 355,277 sh | MORE SHARES |
| $884,0780.0% of filing | 183,800 sh | MORE SHARES |
SEC issuerTITAN AMER SA | $800,4020.0% of filing | 42,894 sh | FEWER SHARES |
SEC issuerAMERICAN CENTY ETF TR | $793,8800.0% of filing | 8,900 sh | FEWER SHARES |
SEC issuerBANK OF THE JAMES FINL GP IN | $770,1170.0% of filing | 30,177 sh | NEW THIS QUARTER |
SEC issuerAMERICAN CENTY ETF TR | $733,3040.0% of filing | 7,116 sh | NEW THIS QUARTER |
SEC issuerBRITISH AMERN TOB PLC | $679,2980.0% of filing | 10,999 sh | FEWER SHARES |